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Update case record after credit reports task completes

Update case record after credit reports task completes

Your case records miss completed credit report task closures, delaying filing and billing prep. This updates the case record and checklist so managers see document readiness same day.

Update case record after credit reports task completes

Overview

When upload tasks close in your project board, your case files must reflect the change immediately or filing and billing stall. This flow keeps case records and checklists current so managers and billing see document readiness the same day.

Update case record after credit reports task completes